IBM put out a press release about what it saw during Christmas.
It's not good for Android:

iOS vs. Android: As a percentage of total online sales, iOS was
more than five times higher than Android, driving 23 percent vs.
4.6 percent for Android. On average, iOS users spent $93.94 per
order, nearly twice that of Android users, who spent $48.10 per
order. iOS also led as a component of overall traffic with 32.6
percent vs. 14.8 percent for Android.

The caveat here is that this U.S. only data. But, in the U.S. iOS
reportedly has a minority share of the smartphone market. Android
is supposedly the biggest operating system.

So, the question is: What do people do with Android phones? Why
don't they use them for shopping, or surfing the web?

If this trend is true internationally as well as domestically,
then Apple's iPhone business is in even better shape than people
think.

The only reason people think Apple is in trouble is because its
share of the smartphone market is small. The debate around iOS and Android market
share matters because historically, developers have gravitated to
one platform and prioritized their efforts for that platform. The
platform that typically wins has the most users.

As a result, the growth of Android would suggest developers are
going to make the best apps for Android and thus relegate iOS to
a second tier platform.

But, if the market share numbers are hollow — that is, if no one
is using Android, despite big market share — then it doesn't
matter. Developers will develop for people that actually use the
devices, and people that actually spend money on those
devices.

There's three ways for developers to make money: Selling apps,
in-app payments, or advertising. People that don't use apps, or
don't buy stuff through the device aren't good targets for
developers.